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Disclosery

JPM JPMORGAN CHASE & CO

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COM (common), issuer CIK 19617

4,613 managers (4,678 13F filers) reported a position in JPM shares at 2024-12-31, 2,046,246,860 shares in all. 159 filers opened a position and 83 filers sold out during the quarter.

Managers
4,613
13F filers
4,678
New
159
Added
1,715
Reduced
1,943
Sold out
83
Shares held by filers
2,046,246,860

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AXXCESS WEALTH MANAGEMENT, LLC147,558$35.4M0.88%+26713F-HRTimeline
Valeo Financial Advisors, LLC171,858$35.3M0.99%+60913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC147,225$35.3M0.51%+6,66913F-HRTimelineGroup
Snowden Capital Advisors LLC147,175$35.3M1.1%+2,87313F-HRTimeline
OAK ASSOCIATES LTD /OH/146,416$35.1M2.42%-7,10713F-HRTimeline
MMBG INVESTMENT ADVISORS CO.146,306$35.1M3.72%-10,27613F-HRTimeline
SCHWERIN BOYLE CAPITAL MANAGEMENT INC146,236$35.1M3.6%+40013F-HRTimeline
LOWE BROCKENBROUGH & CO INC145,538$34.9M2.24%-62913F-HRTimeline
Wesleyan Assurance Society144,744$34.7M2.66%-51313F-HRTimeline
BAILARD, INC.144,866$34.7M0.89%+9,62913F-HRTimeline
OneDigital Investment Advisors LLC143,817$34.5M0.4%+2,07913F-HRTimeline
First Fiduciary Investment Counsel, Inc.143,510$34.4M7%-1,33113F-HRTimeline
Railway Pension Investments Ltd143,500$34.4M0.46%+5,50013F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC142,962$34.3M0.08%new13F-HRTimeline
APPLETON PARTNERS INC/MA142,626$34.2M2.53%-6,81013F-HRTimeline
Natixis Investment Managers Internation…142,585$34.2M2.64%-51,52513F-HRTimeline
Bryn Mawr Trust Advisors, LLC141,960$34M1.83%-5,23113F-HR/ATimeline
Fiduciary Alliance LLC141,701$34M3.43%+30,29313F-HRTimeline
HUB Investment Partners, LLC141,533$33.9M1.43%+8,81113F-HRTimeline
NEVILLE RODIE & SHAW INC141,181$33.8M2.47%+4,18113F-HRTimeline
NFJ INVESTMENT GROUP, LLC140,942$33.8M1.08%-1,70413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.140,651$33.7M2.35%-2,37713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC139,906$33.5M0.34%+22,34513F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO139,626$33.5M0.61%-22,38713F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP139,147$33.4M6.36%-6013F-HRTimeline
LaFleur & Godfrey LLC138,499$33.2M4.55%-1,48413F-HR/ATimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …138,025$33.1M1.54%new13F-HR/ATimelineGroup
TAM Capital Management Inc.138,017$33.1M12%+6,94813F-HRTimeline
Dana Investment Advisors, Inc.137,766$33M1.09%+90713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC137,360$32.9M2.58%+5013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The137,301$32.9M0.7%+9,23313F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD135,650$32.5M1.09%-4,80013F-HRTimeline
Vinva Investment Management Ltd135,227$32.4M1.23%+16,49713F-HRTimeline
Perigon Wealth Management, LLC126,863$32.3M0.79%+7,23813F-HRTimeline
Penobscot Investment Management Company…134,226$32.2M2.92%-30113F-HRTimeline
Moors & Cabot, Inc.133,625$32M1.52%+3313F-HRTimeline
BLB&B Advisors, LLC133,603$32M1.63%+2,82013F-HRTimeline
PATTEN & PATTEN INC/TN133,270$31.9M2.11%-1,75913F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP132,277$31.7M0.85%-4,68213F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …131,988$31.6M1.65%+17,48813F-HRTimelineGroup
EDGAR LOMAX CO/VA131,865$31.6M2.04%-2,51013F-HRTimeline
TOWER BRIDGE ADVISORS131,510$31.5M3.36%-60413F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS130,497$31.3M0.58%-13,12513F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.129,795$31.1M3.52%-3,21613F-HRTimeline
Galvin, Gaustad & Stein, LLC129,784$31.1M2.79%-7,50713F-HRTimeline
ABNER HERRMAN & BROCK LLC129,706$31.1M3.86%-1,73213F-HRTimeline
GREENLEAF TRUST129,679$31.1M0.28%+1,11213F-HRTimeline
Parallel Advisors, LLC129,516$31M0.7%+1,17013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC129,485$31M1.12%-32,55513F-HRTimeline
Alley Investment Management Company, LLC129,246$31M3.92%+1,29013F-HRTimeline
Ninety One SA (Pty) Ltd128,397$30.8M6.79%+17,37813F-HRTimeline
Foundations Investment Advisors, LLC128,304$30.8M0.59%+14,96613F-HRTimeline
M.D. Sass, LLC128,302$30.8M2.36%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC127,917$30.7M1.69%+93713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS127,447$30.6M1.15%-4,39813F-HRTimelineGroup
TruWealth Advisors, LLC126,908$30.4M1.83%-2,74513F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC126,566$30.3M0.68%-18,68613F-HRTimeline
Nemes Rush Group LLC126,045$30.2M3.74%+2,83913F-HRTimeline
Empowered Funds, LLC125,938$30.2M0.44%+14,87613F-HRTimeline
Narwhal Capital Management125,770$30.1M2.66%-7,84813F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA230,847$30.1M0.77%13F-HRTimelineGroup
Choate Investment Advisors125,712$30.1M0.72%+12,80513F-HRTimeline
Verity & Verity, LLC125,567$30.1M2.75%+11,92713F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC125,520$30.1M5.62%-2,12913F-HRTimeline
HBK Sorce Advisory LLC125,193$30M0.91%+2,21713F-HRTimeline
FIRST AMERICAN BANK125,116$30M2.11%+3,87113F-HRTimeline
F/m Investments LLC124,828$29.9M1.1%+22,66613F-HRTimeline
LBP AM SA124,797$29.9M0.4%-74,71313F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC124,783$29.9M1.73%-3,14213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC124,645$29.9M0.97%+27213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV124,306$29.8M4.07%-1,00413F-HRTimeline
CADINHA & CO LLC124,173$29.8M4.94%new13F-HRTimeline
Cercano Management LLC124,024$29.7M0.76%+121,59113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC123,413$29.6M2.45%+8813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC123,300$29.6M2.3%-1,83413F-HRTimeline
First Long Island Investors, LLC122,663$29.4M2.34%+7913F-HRTimeline
Bollard Group LLC122,454$29.4M0.81%-24,10313F-HRTimeline
Kingsview Wealth Management, LLC122,378$29.3M0.57%+4,28313F-HRTimeline
Arvest Bank Trust Division122,310$29.3M1.77%-3,04913F-HRTimeline
SHUFRO ROSE & CO LLC121,869$29.2M2.28%-2,43513F-HRTimeline
Premier Fund Managers Ltd118,307$28.3M1.01%+25,59213F-HRTimeline
CULBERTSON A N & CO INC117,847$28.2M4.49%-1,87513F-HRTimeline
Janney Capital Management LLC117,740$28.2M1.87%-24,46413F-HRTimeline
Rempart Asset Management Inc.117,486$28.2M5.6%-5,34013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC117,092$28.1M1.95%+44513F-HRTimeline
ARS Wealth Advisors Group, LLC116,333$27.9M3.84%-2,54013F-HRTimeline
Baltimore-Washington Financial Advisors…116,316$27.9M1.43%+2,78213F-HRTimeline
WOLVERINE TRADING, LLC116,423$27.9M0.63%+110,92713F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC115,790$27.8M3.63%-13,66513F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding115,187$27.6M+336Timeline
CONGRESS ASSET MANAGEMENT CO114,865$27.5M0.19%+15,76413F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC114,633$27.5M0.13%+2,95513F-HRTimelineGroup
Private Capital Management, LLC114,003$27.3M2.91%-1,00013F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…113,675$27.2M3.3%+111,20513F-HRTimeline
Sonora Investment Management Group, LLC113,646$27.2M2.09%+1,48013F-HRTimeline
Drexel Morgan & Co.113,589$27.2M5.62%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding113,569$27.2M+9,907Timeline
Stillwater Capital Advisors, LLC112,410$26.9M3.33%+29713F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.112,410$26.9M1.87%-56513F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO111,870$26.8M0.19%+6,55313F-HRTimelineGroup
DUPONT CAPITAL MANAGEMENT CORP111,410$26.7M2.49%013F-HRTimeline
Manitou Investment Management Ltd.111,309$26.7M5.27%-28,90613F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC111,286$26.7M1.12%-1,00013F-HRTimeline
ProVise Management Group, LLC111,253$26.7M2.29%-7,30713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …111,210$26.7M0.46%+22,70113F-HRTimelineGroup
BURNEY CO/110,499$26.5M0.94%+87,31313F-HRTimeline
Smith Group Asset Management, LLC110,497$26.5M1.95%+1,45713F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.110,470$26.5M2.08%-4,11613F-HRTimeline
Clear Harbor Asset Management, LLC110,412$26.5M2.13%-6,48313F-HRTimeline
RBO & CO LLC110,372$26.5M4.31%-1,06013F-HRTimeline
Rothschild Capital Partners, LLC110,243$26.4M6.41%+5,31313F-HRTimeline
J.P. Marvel Investment Advisors, LLC110,193$26.4M4.36%-40513F-HRTimeline
DEARBORN PARTNERS LLC110,173$26.4M1.11%-5013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC110,104$26.4M0.46%+1,61713F-HRTimelineGroup
Texas Yale Capital Corp.109,558$26.3M1.06%+7013F-HRTimeline
Azimuth Capital Investment Management L…109,307$26.2M1.02%-2,92613F-HRTimeline
Transform Wealth, LLC109,013$26.1M1.45%+12,33413F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC108,981$26.1M2.05%-7,03813F-HRTimeline
South Dakota Investment Council108,928$26.1M0.52%-34613F-HRTimeline
Edge Capital Group, LLC108,854$26.1M1.33%+1,21313F-HRTimeline
Kodai Capital Management LP108,413$26M1.07%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…108,130$25.9M0.9%-14113F-HRTimelineGroup
Callahan Advisors, LLC108,115$25.9M2.44%-7,67213F-HRTimeline
Linscomb Wealth, Inc.107,809$25.8M1.29%-10413F-HRTimeline
B. Riley Wealth Advisors, Inc.107,394$25.7M0.84%-12,58513F-HRTimeline
CWA Asset Management Group, LLC107,146$25.7M1.3%+11,39813F-HRTimeline
SS&H Financial Advisors, Inc.106,532$25.5M9.3%013F-HRTimeline
ANDERSON HOAGLAND & CO98,515$25.5M2.63%-1,57113F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC105,802$25.4M0.58%-18,07313F-HRTimelineGroup
Grassi Investment Management105,585$25.3M2.16%-87313F-HR/ATimeline
ArrowMark Colorado Holdings LLC105,471$25.3M0.34%013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS105,297$25.2M0.49%+2,19513F-HRTimeline
Longbow Finance SA104,964$25.2M2.75%-3,99713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…104,610$25.1M0.68%+11,67813F-HRTimelineGroup
Composition Wealth, LLC104,595$25.1M0.51%+38,07813F-HRTimeline
Dixon Mitchell Investment Counsel Inc.104,530$25.1M1.16%-40,40213F-HRTimeline
New Age Alpha Advisors, LLC104,460$25M1.01%+104,33213F-HR/ATimeline
SUMITOMO LIFE INSURANCE CO104,387$25M0.47%-4,03213F-HRTimeline
Harvest Portfolios Group Inc.104,312$25M0.83%-5,63013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …104,024$25M0.71%-13,14813F-HRTimelineGroup
Birch Hill Investment Advisors LLC103,616$24.8M1.15%-1,34913F-HRTimeline
Mutual Advisors, LLC97,621$24.8M0.72%-8,31113F-HRTimeline
Strategic Wealth Investment Group, LLC103,534$24.8M2.74%+1,88613F-HR/ATimeline
Pallas Capital Advisors LLC103,303$24.8M1.06%-3,11813F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…102,715$24.6M2.59%-97913F-HRTimeline
OLD NATIONAL BANCORP /IN/102,402$24.5M0.58%-3,28813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/101,897$24.4M3.2%+6413F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.101,499$24.3M3.59%+31313F-HRTimeline
RWQ Financial Management Services, Inc.101,369$24.3M9.51%+15,95213F-HRTimeline
UNITED BANK101,117$24.2M2.89%-50013F-HRTimeline
Cohen Capital Management, Inc.100,858$24.2M4.03%-1,00313F-HRTimeline
Empirical Finance, LLC99,845$23.9M1.38%-1,43213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC99,762$23.9M1.46%+1,18113F-HRTimeline
WEBSTER BANK, N. A.99,444$23.8M2.56%-1,67013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…99,025$23.7M0.97%+53313F-HRTimelineGroup
Washington Trust Bank98,214$23.5M2.26%-6,64513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC97,975$23.5M2.13%-2,62813F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC97,925$23.5M0.37%+62913F-HRTimeline
Yarbrough Capital, LLC97,875$23.5M0.9%013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd97,253$23.3M2.75%-5,79013F-HRTimeline
CIDEL ASSET MANAGEMENT INC97,247$23.3M1.58%-96713F-HRTimeline
Fort Sheridan Advisors LLC96,781$23.2M3.39%+89713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding96,764$23.2M+1,288Timeline
Hamilton Capital Partners Inc.96,735$23.2M1.73%+10,57813F-HRTimeline
Assenagon Asset Management S.A.96,355$23.1M0.04%-2,50613F-HRTimeline
Talbot Financial, LLC96,049$23M2.74%-38913F-HRTimeline
Guardian Partners Inc.94,615$23M2.34%13F-HRTimeline
Merit Financial Group, LLC95,629$22.9M0.41%+27,26413F-HRTimeline
GRAND JEAN CAPITAL MANAGEMENT INC95,627$22.9M5.32%-33113F-HRTimeline
SHELTON CAPITAL MANAGEMENT95,623$22.9M0.57%-7,00213F-HRTimeline
ALBION FINANCIAL GROUP /UT95,568$22.9M1.57%-66613F-HRTimeline
Oak Harvest Investment Services95,487$22.9M3.19%-4,43413F-HRTimeline
CSM Advisors, LLC95,277$22.8M1.07%-2,52313F-HR/ATimeline
Bragg Financial Advisors, Inc95,197$22.8M0.92%-3,13013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management95,060$22.8M0.71%+91113F-HRTimelineGroup
Courant Investment Management LLC94,897$22.7M19.25%-14,69513F-HRTimeline
MOTCO94,679$22.7M2.33%-3,26613F-HRTimeline
FORBES J M & CO LLP94,535$22.7M2.18%-19,20913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC94,387$22.6M0.63%-20813F-HRTimeline
Summit Financial, LLC94,276$22.6M0.79%+7,16713F-HRTimeline
Rice Partnership, LLC94,046$22.5M4.29%+2,56913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.93,903$22.5M1.1%+90813F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA93,805$22.5M1.56%+3,39813F-HRTimeline
Rossmore Private Capital93,523$22.4M2.77%+23913F-HRTimeline
Northwest & Ethical Investments L.P.93,441$22.4M0.61%+20,86213F-HRTimeline
MGO ONE SEVEN LLC93,292$22.4M0.86%+5,44313F-HRTimeline
GHP Investment Advisors, Inc.92,756$22.2M1.04%+12213F-HRTimeline
Fiduciary Group, LLC92,703$22.2M2.23%-1,91813F-HRTimeline
CABOT WEALTH MANAGEMENT INC92,697$22.2M2.82%-3,83813F-HRTimeline
JGP Wealth Management, LLC92,387$22.1M2.86%+63113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…92,213$22.1M2.18%-1,35313F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd92,027$22.1M0.53%+16,17313F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.91,950$22M2.04%-3,04713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG91,803$22M0.37%+29,98413F-HRTimelineGroup
Canada Post Corp Registered Pension Plan91,367$21.9M1.29%13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.90,958$21.8M1.86%-1,13813F-HRTimeline
FIRST MERCHANTS CORP90,931$21.8M0.84%-1,02513F-HRTimeline
Independence Bank of Kentucky90,862$21.8M3.35%+39,52013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC90,855$21.8M0.46%+44413F-HRTimeline
Ballentine Partners, LLC90,763$21.8M0.37%+3,91013F-HRTimeline